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Announcements

Recorded Webinar: The Experience Requirement for CFP® Certification

Oct 30, 2013

recording of CFP Board’s webinar, “The Experience Requirement for CFP® Certification,” is now available for on-demand viewing.

Held on October 22, 2013, the webinar was hosted by Christy Callaway, CFP Board’s Administrator of Education, Examination & Talent, and presented by Shar Gogerdchi, CFP®, CFP Board’s Continuing Education & Experience Manager, and provides guidance on:

  • The 3-year experience requirement
  • The limited 2-year “apprenticeship” experience option
  • How submissions are reviewed
  • Common pitfalls and tips regarding the submission process
  • Answers to questions from the webinar audience

View the recorded webinar

If you have questions about the Experience requirement for CFP® certification, please contact CFP Board at 800-487-1497 or experience@cfpboard.org.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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